GM. What you put out is what you get back. It’s that simple. Don’t over think it and make it complex. Keep it simple 🌹

This has all happened in just the last three weeks! The brand-new Grok Code Fast has completely disrupted the AI coding space—making nearly every other code base look obsolete. Nothing else even comes close. Purpose-built for raw speed and simplicity, it’s now the go-to choice for developers worldwide. Don’t bet against Elon Musk. The truth of the matter is that it has never been good to fade Elon Musk.

The term "Gigawatt AI training cluster" refers to a data center capable of consuming one billion watts (1 GW) of power, a massive leap from the 300 MW used by xAI's Colossus 1, built in Memphis in 122 days with 200,000 H100/H200 GPUs. Energy usage for Colossus II could range from 1 GW continuously, translating to 24 GWh daily, depending on operational efficiency and cooling demands, far exceeding the 2.4 GWh daily of Colossus 1. Estimates suggest Colossus II might house at least 700,000 GPUs, based on speculation of B100 chips with 1,400 kW each, surpassing the 200,000 GPUs in Colossus 1. Compared to other clusters, Colossus II is 5 times larger than Colossus 1 in compute power and outpaces all others by a wide margin... OpenAI's and Meta's planned gigawatt-scale are years from completion. xAI will be (and already is) miles ahead of the closest competitor by then.

Spirit, grant me the enhanced awareness of the things that are already being communicated to me 🌹

It’s unreal how many times Tesla is in the right place at the right time. They will win again with battery storage. Power is poised to become the primary bottleneck in this explosive growth of data centers. To operate these facilities efficiently—without risking catastrophic failures to your multibillion-dollar investments in Nvidia H100s and B200s—you'll need robust energy storage solutions to stabilize and smooth out power fluctuations. This perfect storm is going to FUEL INFINITE demand for Tesla Megapacks, as they provide the scalable battery infrastructure essential for reliable, uninterrupted AI-driven computing at this scale. Once again Tesla and Elon are in the right place at the right time.

You know, the kids are alright. Another lovely cover.

Arizona and Florida next, and then onto disrupt the taxi capital of the USA, NY city!

The Magnificent 7 captured nearly 70% of the S&P 500's economic profit. The other 493 shared 30% of profits. If you imagine Profit was $100.... eg, the 493 had an average profit of 20 cents each, whereas the Mag 7 had $10 each. Equal-weighted version assigns same weight to each stock, highlighting average company performance. Give this, the ratio between equal-weighted and cap-weighted indices fell below 2009 Global Financial Crisis lows. Put another way, on average, the 493 companies in the S&P 500 have gone nowhere for 16 years. Divide it by M2 growth it is a horror show. AI will make this even more egregious over the next 5 years - where winners will not take most, they will take everything.

ORCL stock shoots up 40%.... adding 400BN in market cap overnight. Oracle is now worth $1 Trillion Dollars. Larry Ellison owns approximately 1.16 billion shares of Oracle Corporation, representing about 41.27% to 42.9% of the company’s stock! He is a Crazy HODLER He just beat out Elon Musk. PS he is very good friends w Musk and also has large investments in xAI, Tesla etc. PS It is not often you see a stock add $400BN in a day. Source: Invest Answers